Ci Private Wealth, LLC Utilities Sector Spdr Transaction History

Ci Private Wealth, LLC

  • $59.6 Billion
  • Q1 2025

A detailed history of Ci Private Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ci Private Wealth, LLC holds 136,408 shares of XLU stock, worth $11.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
136,408
Previous 154,849 11.91%
Holding current value
$11.2 Million
Previous $11.7 Million 8.23%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$74.7 - $80.27 $1.38 Million - $1.48 Million
-18,441 Reduced 11.91%
136,408 $10.8 Million
Q4 2024

Feb 10, 2025
SELL
$74.89 - $82.93 $1.26 Million - $1.39 Million
-16,782 Reduced 9.78%
154,849 $11.7 Million
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $152,257 - $181,755
2,250 Added 1.33%
171,631 $13.9 Million
Q2 2024

Aug 13, 2024
SELL
$62.77 - $72.87 $2.82 Million - $3.28 Million
-44,979 Reduced 20.98%
169,381 $11.5 Million
Q1 2024

May 09, 2024
SELL
$59.95 - $65.65 $3.92 Million - $4.29 Million
-65,375 Reduced 23.37%
214,360 $14.1 Million
Q4 2023

Feb 09, 2024
BUY
$56.19 - $65.96 $4.39 Million - $5.15 Million
78,131 Added 38.75%
279,735 $17.7 Million
Q3 2023

Nov 03, 2023
BUY
$58.83 - $68.46 $478,758 - $557,127
8,138 Added 4.21%
201,604 $11.9 Million
Q2 2023

Aug 10, 2023
BUY
$64.34 - $69.97 $878,498 - $955,370
13,654 Added 7.59%
193,466 $12.7 Million
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $1.44 Million - $1.63 Million
22,624 Added 14.39%
179,812 $12.2 Million
Q4 2022

Feb 15, 2023
BUY
$61.52 - $72.67 $9.67 Million - $11.4 Million
157,188 New
157,188 $11.1 Million

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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